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iShares S&P SmallCap 600 Value Idx shares owned by Sherman Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Sherman Wealth Management from 13F filings

Historical chart of Sherman Wealth Management investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx held by Sherman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Sherman Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $785k 6.9k 113.73

More positions owned by Sherman Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Series Trust State Street Spd (BIL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Proshares Tr Ultrapro Qqq (TQQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Sherman Wealth Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Regions Bank
Northwestern Mutual Wealth Management Company
Pensionmark Financial Group

View all funds holding iShares S&P SmallCap 600 Value Idx